Serena Doshi

Serena Doshi is a Partner and Wealth Manager at LGT Wealth Management, with over 25 years of experience in financial services. Her background spans corporate finance at Schroders, professional services at Deloitte (where she qualified as a Chartered Accountant), and wealth management at Barclays Wealth. She also created and financed a top 100 e-business.

She holds an MBA from INSEAD, a first-class degree in Accounting from the University of Exeter, is a Fellow of the Chartered Institute for Securities and Investments (CISI), and a Fellow of the ICAEW. She has been ranked 'Top Recommended' by Spear's for HNW Managers (2025, 2024) and was shortlisted for Citywealth's Investment Manager of the Year 2026.